Jobs
>
San Diego

    Chief Financial Officer - San Diego, United States - Centura Wealth Advisory

    Centura Wealth Advisory
    Centura Wealth Advisory San Diego, United States

    2 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced Chief Financial Officer (CFO). The CFO will have a day-to-day, ongoing impact on company operations, helping us to analyze, strategize, and grow our financial position.

    The CFO will be responsible for overseeing all financial aspects of our organization, ensuring financial stability, compliance, and strategic planning. The ideal candidate will have a deep understanding of the financial services industry, excellent leadership abilities, and a strategic mindset.

    What You will Do:

    Strategic Planning and Business Development:

    • Partner with senior management to develop long-term strategic plans and initiatives.
    • Evaluate and structure potential mergers, acquisitions, and partnerships to support business growth.
    • Participate in the strategic recruitment of potential advisor acquisitions, mergers, and/or tuck-ins.
    • Provide financial analysis and due diligence support for strategic initiatives.

    Private Market Real Estate Investments:

    • Determine Centura Wealth Advisory's real estate investment philosophy
    • Develop real estate investment strategies, based on data driven analysis and thorough research of market fundamentals and trends, that meet identified investment objectives (risk/return profile, yield, tax, etc.)
    • Source and drive the execution of private market real estate investment opportunities, primarily through identifying and establishing investment vehicles with qualified real estate investment managers
    • Conduct due diligence on selected investment managers and operators, drafting investment memorandum and presenting findings and recommendations to the Investment Committee
    • Screen and evaluate new real estate investment opportunities and make recommendations to the Investment Committee

    Portfolio Management

    • Investment monitoring and benchmarking performance
    • Investment and portfolio analytics
    • Risk mitigation (on-going manager communication, market research and analysis, liquidity and monetization strategies)

    Team Leadership and Development:

    • Build and lead a high-performing finance team, providing guidance, coaching, and mentorship.
    • Foster a culture of continuous improvement, innovation, and accountability within the finance function.
    • Identify talent needs, recruit top talent, and promote professional development opportunities.

    Compliance and Risk Management:

    • Stay abreast of regulatory developments and ensure compliance with relevant laws and regulations.
    • Develop and maintain internal controls to safeguard assets and mitigate financial risks.
    • Coordinate with legal and compliance teams to address regulatory inquiries and examinations.
    Executive oversight and strategic direction:
    • Financial Planning and Analysis
    • Budgeting and Forecasting:
    • Financial Reporting:
    • Treasury and Cash Management
    What We Look for:
    • Bachelor's degree in finance, accounting, or related field; MBA or CPA preferred.
    • Minimum of 15 years of progressive experience in financial management, preferably in the financial services industry.
    • Strong understanding of investment management, wealth management, and financial planning concepts.
    • Demonstrated leadership abilities with a track record of building and developing high-performing teams.
    • Excellent analytical skills with the ability to translate financial data into actionable insights
    • Proficiency in financial modeling, budgeting software, and ERP systems
    • Strong communication and interpersonal skills, with the ability to collaborate effectively across departments
    • Extremely articulate
    • High EQ - emotional intelligence
    • Salesforce – preferred
    What 's In It For You?
    • Competitive compensation
    • Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth.
    • Open and supportive team-based environment
    • Full medical, dental, and vision benefits
    • Vacation
    • Free on-site gym access
    • Fully stocked kitchen – meals, snacks, and beverages
    Equal Opportunity Employer:

    Centura Wealth Advisory is an equal opportunity employer and is committed to diversity and inclusion in the workplace. We encourage applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, or religion.

  • The San Diego Museum of Art

    Chief Financial Officer

    2 weeks ago

    The San Diego Museum of Art San Diego, United States

    Position Summary: · The Chief Financial Officer is a strategic partner with planning experience who directs financial activities and develops long-term strategies for the institution's growth. This leadership position acts as a key member of the Senior Leadership Team and has com ...

  • Adjoin

    Chief Financial Officer

    1 week ago

    Adjoin San Diego, United States

    Do you find fun in working with numbers? Are you looking to launch your next career step as a CFO and want to work for a cause driven, people focused organization? Adjoin is seeking an individual who has strong leadership, strategic, and communications skills as related to financ ...

  • Jewish Community Center Works

    Chief Financial Officer

    1 week ago

    Jewish Community Center Works San Diego, United States

    Chief Financial Officer · Lawrence Family JCC of San Diego County- Jacobs Family Campus · 4126 Executive Drive · La Jolla, CA 92037 · PAY RATE/STATUS : $175,000-$210,000 per year DOE/ Full-Time, Exempt · The Lawrence Family Jewish Community Center is currently seeking a Chief Fin ...

  • Lendsure Mortgage Corp

    Chief Financial Officer

    3 weeks ago

    Lendsure Mortgage Corp San Diego, CA, United States

    Seeking a Chief Financial Officer to work full time at our San Diego, CA headquarters. Annual Salary Range: $150,000 - $225,000. LendSure Mortgage Corp. is seeking a dynamic Chief Financial Officer (CFO) to join our team at our headquarters in San Diego, CA. As the Chief Financi ...

  • LendSure Mortgage Corp.

    Chief Financial Officer

    3 weeks ago

    LendSure Mortgage Corp. San Diego, United States

    Seeking a Chief Financial Officer to work full time at our San Diego, CA headquarters. Annual Salary Range: $150,000 - $225,000. · LendSure Mortgage Corp. is seeking a dynamic Chief Financial Officer (CFO) to join our team at our headquarters in San Diego, CA. As the Chief Finan ...

  • Regional Task Force on Homelessness

    Chief Financial Officer

    3 weeks ago

    Regional Task Force on Homelessness San Diego, United States

    What We Do · Since our founding nearly 40 years ago, the Regional Task Force on Homelessness (RTFH) has evolved from a task force created by the Mayor of San Diego into a robust nonprofit organization with a community of partners committed to preventing and ending homelessness. S ...

  • CALIFORNIA ASSOCIATION-MUSEUMS

    Chief Financial Officer

    1 week ago

    CALIFORNIA ASSOCIATION-MUSEUMS San Diego, United States

    The · Chief Financial Officer · is a strategic partner with planning experience who directs financial activities and develops long-term strategies for the institution's growth. This leadership position acts as a key member of the Senior Leadership Team and has complete oversigh ...

  • Rakuten Medical

    Chief Financial Officer

    1 week ago

    Rakuten Medical San Diego, United States

    Company Profile · Rakuten Medical, Inc. is a global biotechnology company developing precision, cell-targeting investigational therapies on its AlluminoxTM technology platform, which utilizes antibodies conjugated with payloads that are specifically activated at the tumor site. ...

  • Rakuten Medical

    Chief Financial Officer

    1 week ago

    Rakuten Medical San Diego, United States

    Company Profile · Rakuten Medical, Inc. is a global biotechnology company developing precision, cell-targeting investigational therapies on its Alluminox technology platform, which utilizes antibodies conjugated with payloads that are specifically activated at the tumor site. · ...

  • Home Start

    Chief Financial Officer

    2 weeks ago

    Home Start San Diego, United States

    Job Description · Job Description · Position : Chief Financial Officer · Classification : Exempt - Fulltime · Supervised · by : CEO · Home Start's vision is for every child to have a safe, stable, and nurturing home. Guided by our mission to assure the safety and resiliency o ...

  • CV Resources

    Chief Financial Officer

    3 weeks ago

    CV Resources San Diego, United States

    As the CFO you'll hold a pivotal leadership role, tasked with providing strategic guidance and oversight to the commercial finance function. Your mission will be to propel the organization's financial success by crafting and implementing comprehensive financial strategies that ha ...

  • Ncphilanthropy

    Chief Financial Officer

    3 weeks ago

    Ncphilanthropy San Diego, United States

    WHAT WE DO · Since our founding nearly 40 years ago, the Regional Task Force on Homelessness (RTFH) has evolved from a task force created by the Mayor of San Diego into a robust nonprofit organization with a community of partners committed to preventing and ending homelessness. ...

  • ADJOIN

    Chief Financial Officer

    1 week ago

    ADJOIN San Diego, United States

    Do you find fun in working with numbers? Are you looking to launch your next career step as a CFO and want to work for a cause driven, people focused organization? Adjoin is seeking an individual who has strong leadership, strategic, and communications skills as related to financ ...

  • The San Diego Museum of Art

    Chief Financial Officer

    2 weeks ago

    The San Diego Museum of Art San Diego, United States

    Position Summary: · The Chief Financial Officer is a strategic partner with planning experience who directs financial activities and develops long-term strategies for the institutions growth. This leadership position acts as a key member of the Senior Leadership Team and has com ...

  • Mindera Health

    Chief Financial Officer

    3 weeks ago

    Mindera Health San Diego, United States

    Join the · Mindera Health team We have created a precision and personalized diagnostic platform for patients, physicians, and payers to more effectively achieve therapeutic benefits for skin diseases faster and at a lower cost. Mindera Health is commercializing scalable non-inva ...

  • Centura Wealth Advisory

    Chief Financial Officer

    2 weeks ago

    Centura Wealth Advisory San Diego, United States

    Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced Chief Financial Officer (CFO). The CFO will have a day-to-day, ongoing impact on company operations, ...

  • JCCs of North America

    Chief Financial Officer

    1 week ago

    JCCs of North America San Diego, United States

    PAY RATE/STATUS: $175,000-$210,000 per year DOE/ Full-Time, Exempt · The Lawrence Family Jewish Community Center is currently seeking a Chief Financial Officer to join a team of professionals in a collaborative environment focused on results, growth and building community. Repor ...

  • ADJOIN

    Chief Financial Officer

    5 days ago

    ADJOIN San Diego, United States

    Do you find fun in working with numbers? Are you looking to launch your next career step as a CFO and want to work for a cause driven, people focused organization? Adjoin is seeking an individual who has strong leadership, strategic, and communications skills as related to financ ...

  • ADJOIN

    Chief Financial Officer

    1 week ago

    ADJOIN San Diego, United States

    Do you find fun in working with numbers? Are you looking to launch your next career step as a CFO and want to work for a cause driven, people focused organization? Adjoin is seeking an individual who has strong leadership, strategic, and communications skills as related to financ ...

  • Spark Staffing Solutions

    Chief Financial Officer

    2 weeks ago

    Spark Staffing Solutions San Diego, United States

    Overview: · An innovative high-tech company in San Diego (Carmel Mountain Ranch) is looking for a Chief Financial Officer (CFO) preferably with SaaS and M&A transaction experience. The CFO will be responsible for overseeing all financial activities of the organization, ensuring ...